Tax Services

Why should you hire a professional to prepare your tax returns?

DIY taxes make sense in some situations, but not in most. Our veteran CPAs have many decades of cumulative experience.

Prepare hundreds of tax returns, and you learn a trick or two! We also use professional software to identify issues that the IRS views as red flags. Double-checking these issues decreases the likelihood of an audit.

In addition, we file returns electronically for several reasons:

1) Maximum accuracy,

2) Quicker refunds, and

3) Electronic filing happens to be a requirement for any professional tax preparer that prepares more than 10 tax returns per year!

There’s a lot to love about putting money back in your pocket faster.


Speaking of cash flow, we show our clients how to adjust their payroll withholding to optimize cash flow while still properly planning for any quarterly or annual tax requirements. Who doesn’t want to get more money out of each paycheck?

We will walk you through potential deductions that can limit your future tax liability.

But before we can get you on solid footing with your taxes, we may need to sort out your books. If yours are a mess, we can help clean them up in order to prepare a complete and accurate Schedule C or business return.

You’d be amazed at what a relief it is to have clean books. They are one footer in a strong foundation, one on which you can build a stable, profitable business.

We’d be happy to help you with tax preparation. Get in touch with us, and we’ll schedule a time to discuss your needs.

Tax Planning & Projections 

Proactive planning is the key to successfully (and legally) reducing your potential tax liability.

Our approach goes far beyond tax compliance. Tax planning is more than just a year-end endeavor. Throughout the year we look for ways to minimize your tax liability and recommend tax-saving strategies that maximize after-tax income.

Tax law is always changing, and by reading widely and attending tax seminars, we are able to keep up with complexities of tax code, as well as new tax legislation and regulations.

IRS Audit Assistance & Representation

We work for you, not the IRS.

As your financial partner for accounting and tax services, we are committed not only to planning and preparation, but also to assistance and representation with the IRS.

Tax issues can be complex, and interactions with the IRS can be trying. In the event of an audit or tax issue, our team can represent you and advocate for your business interests.

Don’t just accept whatever assessment the IRS may propose without first allowing an expert to analyze it and determine whether or not it’s appropriate. Many times, all that’s needed is an explanation to the IRS that you disagree with their proposal and why. Simply put, the IRS makes mistakes—a lot of them actually!

Tax Preparation

Whether we like it or not, today’s tax laws are complex. Filing a relatively “simple” return can eat up your entire day!

It is all too easy to miss credits and overlook deductions for which you qualify. Even the best accounting and tax software can’t tell you everything you need to know.

That’s where tax experts can save you a major headache. Smart tax preparation requirements vary greatly from individual to individual, and from company to company. And non-profits are a category unto themselves.

Our experienced staff would love to help you ferret out those hidden opportunities to save. We specialize in the following tax-related services:

  • Individual Tax Preparation

  • Partnership Tax Preparation

  • Corporate Tax Preparation

  • Non-Profit Tax Preparation

  • Estate & Trust Tax Preparation

Estimated Tax Payment Calculations & Strategies

Smart businesses treat taxes as more than a “bill” due each April. Tax filings as an opportunity. 

We’d like to use our expertise to demystify your taxes and put you on a plan to maximize savings. Of course, we always recommend that you make your quarterly estimated payments, but we will also devise strategies for your particular business needs:

  • Split income among several family members or legal entities in order to get more income taxed in a lower bracket.
  • Shift income or expenses from one year to another in order to have them fall at a time when they will be taxed at a lower rate.
  • Defer tax liabilities through certain investment choices such as pension plans and other similar vehicles.
  • Use certain investments to produce income that is tax-exempt from either federal, state, or both taxing entities.
  • Generate tax deductions by the way you structure your ownership and use of certain things you enjoy, such as a vacation home.

Through careful planning and legitimate tax avoidance strategies, our clients find that their tax savings pay for our services many times over.

Need Tax Help?

We’d love to learn more about you and what you need.

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